The first step in building your referral campaign is to build the Pages for Person Referring — these are the pages that the person referring or the person making the referrals will use to register for your referral program and get their unique referral link.
💡 Our referral program software does not require that referrers register themselves to generate their unique referral link - you can do that for them and then send them their referral links directly.
This can also be done by uploading your contacts, syncing your CRM contacts, adding users via Zapier, or adding users via our API.
Step 1 - For The Person Referring
This step is where you will explain to users how the referral program will work, what they can offer their friends as an incentive, and what their reward will be when they make a successful referral. This is the page that will open when someone clicks on your campaign join link.
In the first step, you can use our referral software to add any content you want to your referral program. You can add the following:
Text blocks such as Title blocks or body text blocks.
Visual elements such as images or videos.
Additional form fields to capture more information from the person signing up to be a referrer. There are different types of form fields available - you can learn more about form fields to see which option is best for you.
Step 2 - For The Person Referring
The second step of the pages for person referring is where you issue the person referring with a unique referral link that they can share with their friends.
In this step our referral program software allows you to:
Add customization to your referral campaign by including dynamic variables such as {First Name}, {Referrals}, and {Converted Referrals}.
Choose which social media channels the person referring can share their link on. We have the following channels available - Facebook, WhatsApp, Twitter, Messenger, Text Message, Email, Line, WeChat, Telegram, and LinkedIn. You can also include a pre-populated message that goes with the referral link when someone shares it 👏
If you want to edit the Share buttons and customize the share text, then look for the 'Share settings' button on the right-hand side of your campaign builder.
You can toggle the share buttons you want to show, and write your Message Subject and Message Text.
How To Bypass the Pages for Person Referring by Adding Users to Your Referral Campaign
If you'd like to bypass the Pages for the Person Referring and skip straight to generating referral links for your contacts, you have the following options:
👉 Sync Your CRM Contacts and Store Their Referral Links Inside Your CRM
👉 Upload a Database of Contacts To Generate Their Referral Links
👉 Embed your Referral Campaign Directly Within a Logged-In Environment
👉 Use Zapier to Add Contacts From Your CRM or Other Software
👉 Use the Referral Factory API to Add New Users
👉 Add Users Manually (One by One)
Learn more:
Referral Factory was voted the #1 referral management software to use in 2023, by Influencer Marketing Hub. Marketers across the globe use Referral Factory to build, launch, and run powerful referral programs at scale. If you want to get referrals and grow your business then you've come to the right place ⭐️ ⭐️ ⭐️ ⭐️ ⭐️